Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Laureano is a financial advisor at Cambridge Investment Research Advisors, Inc. Marc is a Registered Representative and Investment Advisor Representative. Marc has over 20 years of experience in the financial services industry. Marc holds the Series 63, 65, 7, 24, and 53 licenses and the SIE designation. Marc's experience includes working at PNC Investments, THE O.N. EQUITY SALES COMPANY, LINCOLN INVESTMENT, CAPITAL ANALYSTS, INCORPORATED, NATCITY INVESTMENTS, INC., FIFTH THIRD SECURITIES, INC., and FIRST TENNESSEE BROKERAGE, INC. Marc is located in Cincinnati, Ohio and Fairfield, Iowa.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
02/14/2022 - Present
Cambridge Investment Research Advisors, Inc. (Cincinnati OH)
OH
10/05/2015 - 02/15/2022
PNC INVESTMENTS (CINCINNATI OH)
OH
04/13/2015 - 09/14/2015
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
PA
06/01/2012 - 12/26/2014
LINCOLN INVESTMENT (WYNCOTE PA)
OH
07/03/2008 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
OH
05/10/2006 - 06/30/2008
NATCITY INVESTMENTS, INC. (COLUMBUS OH)
OH
06/07/2005 - 05/18/2006
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
TN
06/05/2001 - 06/03/2005
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
IA
Issued 08/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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